Sending or Scheduling an Email
The Email Library tab is where you will find Hearsay Mail content, created and curated by your organization’s social media and compliance team.
Click a piece of Mail content, or click Compose Email to get started.
Step 1: Select Content
Click a piece of content from your organization’s library, or click Filter to choose categories of content.
Note: If your organization has enabled the feature, you will have the option to click Create Your Own to create your own content.
Step 2: Preview
Recipients – In this field you will determine the contacts or lists of contacts this piece of content will be sent to. Note: to add contacts or create a list of contacts please see the Contacts Section of this guide.
If your organization has enabled the ability to customize your content, or create your own original content, you will have the below listed features available to you.
Subject – This text provides the subject line of the message to be sent.
Body - This text provides the content of the email you are sending and can include images, text and links.
- Pro Tip: Text can be added below your organization's legal disclaimer message at the bottom of the email.
Add a Showcase Link – Selecting this option allows you to enter a URL to direct the reader to. Once you enter the URL and click Save, a thumbnail image and description will be generated. The image and the URL link can be edited by hovering over current showcase link information.
- Pro Tip: If a user clicks your showcase link, or another link within your email, this will be highlighted in the Performance sections of your account.
Add an Image – Selecting this option allows you to upload an image to your message. Once the image is uploaded you can either replace it with a Showcase Link or another image by hovering over the current image.
Insert Variable – Once selected, a dropdown will show both Contact and Agent variables available for pre-population within the piece of content being created, including both the subject line and body of the email.
- Pro Tip: Variables enable your content to become more personalized and direct.
Preview Email – Preview how the email will appear to your recipient(s) within the New Email tool.
Test to Yourself – Send the email to yourself to view it in your personal inbox.